HCL’s Oracle Practice & Capabilities
Cohesive Business
Analytics & Optimization
(BA&O) Services
© 2011 HCL – Proprietary & Confidential
HCL Focus & Results
2
54%
$6.2B
R
E
V
E
N
U
27%
E
19%
26%
3 - Y R
North America
Europe
Asia
R E V E N U E
B Y
G E O G R A P H Y
Enterprise Application Services-HCLAXON
Custom Application Services
C A G R
Infrastructure Services
91,000
P
E
O
P
L
BPO Services
Enterprise Transformation Services
Engineering and R&D Services
E
S E R V I C E
31
Telecom, Media Healthcare
&
& Life
Entertainment
Sciences
Financial
Services
CO UNTRIE S
C
I
L
I
E
N
T
© 2011 HCL – Proprietary & Confidential
N
Retail &
Consumer
Products
D
U
S
O F F E R I N G S
Mfg &
Hi-Tech
T
R
Travel &
Logistics
Y
F
Public Sector,
Energy &
Utilities
O
C
U
S
HCL’s Oracle Practice
We are a global team of
thousands of business
and technology experts
ready to help clients
perform and transform
with Oracle solutions.
© 2011 HCL – Proprietary & Confidential
3
HCL and Oracle
Global Oracle
Customer Footprint
 Hundreds of customers
across Oracle product suite
4
Early Mover in
Oracle Technologies
 Selected for Fusion Early
Adopter program
Lo
Expanded Oracle
Services and Solutions
 Integration of business
strategy consulting
 Successful delivery of
large-scale implementations
 First Fusion HCM SaaS CoExistence Go Live
 Focused investment in
Oracle-based solutions
 Award-winning projects
 One of the first large Exa
deals in the UK
 More Oracle tools and
accelerators
 Global Platinum Partner
 BPO partner
 Joint development partner
Long Standing
Oracle Partnership
 Beta partner
 Go-to-market partner
Long Standing Oracle Partnership
“We recognize HCL as an insightful partner who has expertise and
ability to consult and deploy Oracle solutions for our clients across
the globe.”
Andy Bailey, Senior Vice President, Strategic Alliances, Oracle
© 2011 HCL – Proprietary & Confidential
What We Do
5
We are management and technology consultants with significant experience
leading major transformation initiatives for organizations. Our services are
summarized below.
Operating Strategy
We provide thought leadership and direction on a variety of complex business issues to
drive performance improvement in sales, margin, cost, and asset productivity.
Process and Systems
Architecture
We provide our clients with actionable blueprints for designing, developing and migrating
to scalable and enterprise-wide technology platforms capable of supporting current and
future business initiatives.
Program and Change
Management
We provide the project management experience, knowledge of the client’s business, multivendor product knowledge, and a philosophy focused on the human side of technology.
We understand the technical issues and nuances involved in integrating today's complex
systems and business environments
Implementation
We align business best practices, existing applications, and new systems components into
real-world solutions that create value. Our knowledge of critical industry initiatives and
leverage the HCL technology teams make us a single supplier for design and delivery of
multi-vendor solutions.
We help clients achieve their business goals by advising them in the planning, design,
procurement, implementation, integration and management of their technical
infrastructures.
Infrastructure
Business Process Outsourcing
and Managed Services
We help our clients focus on delivering services and products that create value for
customers. Through our Business Process Outsourcing (BPO) and Managed Service
offerings, your organization has access to flexible, accelerated solutions tailored to the
needs of your organization by experienced professionals in industry, world-class
processes and technology. As a result, you gain recurring value quickly and dramatically.
Transformation
Technical Infrastructure
© 2011 HCL – Proprietary & Confidential
HCL AXON Differentiators
Finance and Technology
Experience
6
Strong Technology
Background
Business
Centered
Strong Project
Management
Low Cost
© 2011 HCL – Proprietary & Confidential
7
Oracle BA&O Overview
© 2011 HCL – Proprietary & Confidential
Cohesive Business Analytics & Optimization (BA&O) Services
Technology Services
Planning &
Design
Implementation &
Rollout
 Technology roadmap
 GAP analysis
 Solution architecture
 Global rollout
 System integration
 Instance consolidation
Solution Road map
Migration &
Upgrades
 Platform migration
 Package migration
 Version upgrades
Benefits-Led Approach
Improved Business
Performance
Corporate Performance
Monitoring
Support
Engagement
Strategic Partner
Timely Reporting
Process
Standardization
Reduced
Cycle Time
Analysis &
Decision Making
Statutory Compliance
Vital Strategic
Management Info.
Process Control
Development
Legal Compliance
Automation
Realize
Business Benefits
Enable
Business Benefits
Single View of
Information
Data Consistency
Identify
Business Benefits
 Set benefit targets
 Quantify business case
 Align goals
 Capture early wins
 Measure progress
 Keep transformation on track
 Verify benefits delivery
 Quantify business impact
 Achieve lasting improvements
Clear path from strategic vision to successful transformation
Time
© 2011 HCL – Proprietary & Confidential
Support &
Maintenance
 Managed / Shared
services
 Enhancements
 Process improvements
8
HCL AXON’s BA&O Domain Capability
9
• Transformational BA&O – “A Journey” – from benefits cases to roadmap definitions
• Driving organization wide alignment – single version of the truth
• Addressing sustenance
Strategic Approach & Roadmap
• Expertise in all
aspects of Enterprise
Performance
Management &
Analytics
• Planning &
Budgeting for
Insurance
• KPI Framework for
Healthcare, Banking,
CPG and
Manufacturing
BI Competency Centre
Performance Management
Components of EPM-A
• Accelerators for
Industry specific
solutions
Governance
Reporting & Analytics
Enterprise
Information Management
© 2011 HCL – Proprietary & Confidential
• Exponential growth in
data
• Mobile devices
becoming the tool of
choice of managers
• Business units asking
for quick returns and
turn around for
Business Intelligence
HCL AXON’s BA&O ORACLE Practice
Business Intelligence
Performance Mgmt.
170+ BI consultants
(majority Oracle certified )
180+ Hyperion consultants
(majority Oracle certified)
Diverse engagements around
the globe
Involved in Beta testing of new
Hyperion products
Broad service offerings
Broad experience across
industries and regions
Proven methodologies
(iDEA and BIM)
Complete range of Hyperion
products and versions
Industry-specific Centers
Excellence
Hyperion Center of Excellence
© 2011 HCL – Proprietary & Confidential
10
HCL AXON’s BA&O ORACLE Offshore Model
11
We have a proven model for using remote teams in the IT thread across the full software development life
cycle
Select resources f rom
of f shore are added to the
onsite project team to
ensure seamless
coordination
Onsite
Planning
Onsite
Staff
Business
Requirements
The HCL onsite team
coordinates & tracks of fshore
work through regular reviews &
QA
Design
High Level
Design
Realization
Functional
Specs
Technical
Development
Management
Management documentation &
checklists will enable testing
& cutover of of fshore
deliverables
Go-Live
Review Code
& Test
Configuration
Management
Stabilize
Production
Support
Offshore Development
Center
Communications
Tracking & Control
Develop Technical
Specs
Technical
Develop.
Unit Test
QA/QC
Testing
Support
Ongoing
Support
Offshore
Staff
HCL of f shore team grouped
into sub-teams to logically
represent deliverables and
work structure
The HCL of f shore team works
as a virtual extension of the
project team using project
methods, processes & tools
© 2011 HCL – Proprietary & Confidential
Redeployment of development
staf f for long-term support
provides knowledge continuity &
process consistency
Select Clientele
Consulting
12
Implementation
& Development
Upgrade &
Migration
© 2011 HCL – Proprietary & Confidential
Support
13
Business Proposition
© 2011 HCL – Proprietary & Confidential
The BI/EPM Opportunity

Greater accuracy in financial
planning and forecasting


14

Enhanced operational
performance and revenue
opportunities
Consistent, accurate view of
information across the
enterprise

Strengthened compliance and
risk management programs
Stronger and more profitable
customer and supplier
relationships

Reduced IT costs
© 2011 HCL – Proprietary & Confidential
HCL Oracle Capability Footprint
15
Experience
Capability
PeopleSoft
• Over 55 clients across HCM, Financials, SCM & CRM
• 7+ PeopleSoft 9.1 upgrades executed
• 650+ specialist PeopleSoft consultants worldwide
• Involved in Beta testing with Oracle
• More than six 9.1 upgrades
Siebel
• End-to-end implementation, support & development of home
grown CRM applications for the for clients across verticals
• Experienced in Multi-location, Multi-functional, MultiTechnology engagements across the globe
• 500+Specialist Consultants Globally
• Reusable components to reduce time to market
• Multi Version expertise 4.5.X || 5.1
• 1st Oracle Partner to take up implementation of 5.1 version
of the Product
• 50+ consulting team
• OFSA Center of Excellence: Interaction with Oracle Solution
team, Solution Accelerators and Product Lab
Hyperion
• Multi Product & Multi Version expertise
• Strong solution focus – IFRS /multi-GAAP
reporting, Essbase integration with Oracle BI
• 180+ Growing Consultant Team
• Involved in beta testing of new versions of the
product for Hyperion
Oracle BI
• Strong expertise around ERP [financial, supply
chain, procurement &spend ,HR ] and CRM
analytics
• Rated high by Analyst community(OVUM etc)
• OBIEE 11g leadership [Oracle Case study for
success story]
• 170 + growing consultant team
HCL Oracle Capability Footprint
OFSAA
Technology
• Oracle SOA focused through niche solutions & expertise in
AIA/PIPs. Implementing SOA based integrations using AIA
3.0 and SOA 11g at multiple customers.
• Expertise in entire 11g stack across all products & in AIA 3.0
GRC
• Strong expertise around GRC
• Current head count is 200+ with 10 Architects
• Global nature of engagements across different verticals
• 25 + Consulting team specializing on GRC
© 2011 HCL – Proprietary & Confidential
EPM/BI Vertical Solutions – Technical Strategies
16
Leveraging Oracle EPM/BI Stack
Strategy Maps
Measures
Balanced Scorecard
Oracle Hyperion
Financial Reporting,
Web Analysis
External Reporting
Adapter
Oracle Hyperion
Financial
Management & IFRS
Adapter, XBRL
Oracle Strategy and
Scorecard
Management
BUSINESS STRATEGY
( Vision, Strategy, Targets )
FINANCIAL REPORTING
( Actuals, Operational )
PLANNING & BUDGETING
( Financial , Operations Budget )
CONSOLIDATION & CLOSE
( IFRS, Management )
REVENUE MODELING
( Sales & Operation plan Integration
within Financial Planning)
EXTENDED PERFORMANCE MANAGEMENT
( Financial, Profitability, Supply Chain
& Procurement Performance)
Oracle BI (OBIEE)
Financial Analytics
Procurement
SCM, HR ,Project
Oracle BI
Custom models
& Dash Boards
© 2011 HCL – Proprietary & Confidential
Oracle Hyperion
Planning, Essbase,
Integrated
Operational Planning
Demantra Adapters
Oracle Hyperion
Strategic Finance
HCL Proposition
17
Enterprise Enablement Capabilities
Architectural
Capability
 Reference Architecture
 Consulting Capabilities
 Data Transformation skills
Solution
frameworks/
Accelerators
 IPMS framework
 Tools and Accelerators
Implementation
Capability
 Certified Consultants
 Solution architecture
COE
Enablement
Testing
Services
 Testing services around
OFSA, Hyperion and
OBIEE
Client Specific
Induction and
Training
 HCL Academy
 Knowledge Management
© 2011 HCL – Proprietary & Confidential
 ECOE establishment
 Training Services
(Classroom and Web
mode)
Joint
POC’s
 Leveraging HCL ECOE’s
 Joint Investments
 Partnership with Oracle
What Makes Us Different?
The Right People
 Industry insight
 Proven experience
 Driven to deliver
Doing the Right Things
 Business before technology
 Benefits led
 Goals aligned
In the Right Way for
the Client
 The A-team, always
 Collaborate to innovate
 Client-focused flexibility
© 2011 HCL – Proprietary & Confidential
18
19
Real World Case Studies
Case Studies
© 2011 HCL – Proprietary & Confidential
HCL & Brocade Successes
Brocade Story
HCL’s Role
Results / Benefits
• HCL has worked with Brocade Communications for the past 5
years as the main IT support team(Oracle, Hyperion, etc)
• Developed a long-term EPM & BI Roadmap with milestone
objectives to be implemented
• Most recently in the past 2 years we partnered with Brocade
to plan and execute a transformational multi-year Hyperion
EPM / BI roadmap
• Upgraded Hyperion platform from v9.3.1 to v11.2.1
• Develop a multi-year EPM roadmap we included the phased
roll-out of DRM, FDM with ERPI, HPCM, IOP/IMP including an
upgrade from V9 to V11 for Hyperion Planning, HFM, Essbase
with OBIEE 10 g to 11g.
• We also are implementing DRM across their Hyperion
applications sourcing metadata from EBS and other Master
data sources
• Upgraded hardware platform with better performance for EPM
suite
• Improved EPM application applications framework
• Fully utilization of latest Operating System, MS Office, Internet
Explorer etc
• Implementation of DRM solution to create consistent use of
Masterdata and improve
• Reduce existing IT run rate costs by at least 30%
© 2011 HCL – Proprietary & Confidential
20
Brocade Environment
21
Solution Area
A
Improved Performance
B
Enhanced Functionality
C
Solution Scalability
D
Improved Governance &
Maintenance
E
Standardize Reporting Platforms
HCL Solutions Details
•
• Upgrade to correct issues with IE8, Window 7 and other Hyperion V9
limitations
• Enable Smartview, OBIEE 11g and other V11 new features
•
•
Established a EPM and BI foundation for long-term scalability
Enable Finance with the ability to grow the Hyperion environments to meet
business needs
•
Established the usage of Lifecycle management (LCM) for application
maintenance and migration
Partnered with Brocade to understand their business processes and
implement new business process to streamline reporting and forecasting
•
•
F
Adoption of Best Practices
We successfully reviewed application configurations during the upgrade
and increased performance tremendously on a critical forecasting Essbase
application
•
Partnered with Brocade to understand all reporting needs including
Financial reporting, Operational reporting and Forecasting
Started deploying reporting standards across multiple departments
•
•
•
Standard input templates
Standardize metadata across applications
Implement application governance and streamline application administration
© 2011 HCL – Proprietary & Confidential
Go-Live
Training &
Brocade HCL Solution Approach
3 weeks
Testing
Training
Migration to Production
GO-live
6 weeks
Migration Technical Testing
System Integration Testing
User Acceptance Testing
Upgrade
10 weeks
Perform Upgrade from V9 to V11
Upgrade
Planning &
Strategy
Prepare for
8 Weeks
Increase
Knowledge of
V11
functionality
with live
demos
Analyze all
application
objects for
upgrade
6 weeks
Develop EPM & BI Roadmap
22
Training & Go-Live
Created specialized Brocade V11 training materials
HCL delivery team conducted training for all products upgraded
Enable LCM for Production migration and management
Successfully went live On-time and Under Budget
•
•
•
•
Testing:
• Tested all upgraded components
• Tested all new interfaces, calc scripts, business rules, etc
• Successfully conducted 2 weeks of user acceptance testing
•
•
•
•
•
•
Perform Upgrade:
4 Essbase applications,
3 Planning applications
2 HFM applications
00+ Business Rules & 60 HAL / Perl Script routines to ODI
Migrated FDM and added additional functionalities
Migrated HFM Extended Analytics process
Product Education:
• Conducted several live
demo of the V11 products
• Explained what products
are suitable for Brocade
• Offered Proof of Concepts
to enable product
awareness
Upgrade Analysis:
• Cataloged all Hyperion
application components
• Reviewed upgrade needs
with new V11 functionality
• Prepared for optimization of
applications were possible
Roadmap:
• Conduction workshops with Finance, Accounting, & IT
• Constructed a “To-Be” State & Review it with all teams
• Finalize and delivered an achievable Long-term Roadmap
© 2011 HCL – Proprietary & Confidential
HCL – Lloyd’s Bank
23
Client Overview
Implemented Solution
A Large Banking group required a Datamart solution for its Divestment Program
mandated by Statutory authorities. The Datamart solution was designed using
the Hyperion suite of Products – FDQM, Essbase and HFM – to produce Financial
Information from the existing Accounting systems (SAP) to satisfy the
Disinvestment program of the Banking Group.
To provide an end-to-end Datamart oriented solution using Hyperion suite
of Products in order to support the Disinvestment program of the Bank:
• To build an Integrated approach to port the data from the source system into Hyperion
using the ETL tool Hyperion FDQM
• To build an extensive allocation engine using Hyperion Essbase to allocate the expenses
from Cost centers to various branches of the Bank using specific Cost Drivers.
• To build modules in HFM for supporting requirements like Financial Consolidation, KPI
reporting, Branch selection for Disinvestment Programme and Smart View Reporting of
Key Financials
• To perform reconciliation of the financials between the Hyperion system and the source
legacy system (SAP)
• Designing new What-if scenarios in HFM to analyze Financials without the impact on the
base scenarios
Challenges / Opportunities
•
•
•
•
To develop the Datamart solution end-to-end (Requirement-Design- BuildTest) within a time frame of 4 months as mandated by Statutory authorities
Quality of the solution to be high as it is subject to a third-party Due
Diligence
Complexity in getting large volumes of data reconciled between Hyperion
and the legacy accounting system.
About 4000 plus entities for which data load, Allocation and Consolidation is
done
Results
•
•
Client Reference?
Tool delivers the functionalities to perform all necessary Allocations, Aggregations,
Calculations and Reconciliations in a seamless integrated process (without Human
Intervention) which are custom-built to support the Divestment program of the Bank.
Enable finance users to spend time more productively toward s financial analysis rather
than the mundane task of data collection and collation.
YES
Date Services Delivered
Vertical
Financial Services
Oracle EPM Products
Hyperion Financial Management 11.1.1.3, Hyperion BI+Workspace 11.1.1.3, Hyperion SmartView 11.1.1.3, Hyperion
Shared services 11.1.1.3, Hyperion Financial Data Quality Management 11.1.1.3 and Hyperion Essbase 9.3.0
© 2011 HCL – Proprietary & Confidential
HCL - Royal Bank of Scotland
24
Client Overview
Implemented Solution
The Royal Bank of Scotland plc is one of the retail banking subsidiaries of the
Royal Bank of Scotland Group plc, and together with NatWest and Ulster Bank,
provides branch banking facilities throughout the British Isles. Royal Bank of
Scotland has around 700 branches, mainly in Scotland though there are branches
in many larger towns and cities throughout England and Wales.
• Innovative approach for Historical Data Migration – Historical migrated to a separate
HFM application and routed further to Essbase using Essbase Analytic Link (EAL) and
Transparent Partition Cubes in Essbase
• HFM Consolidated Financials flows into Essbase using EAL and Reporting Solution
from a Single source of Truth – Essbase Cube
• Handling of Staged and Flat Hierarchy Consolidation with complexities like:
• Automated Consolidated Journals involving Minority Interest
• Statutory & Regulatory Reporting accomplished by effective design of Custom
dimensions
Challenges / Opportunities
Results
A major component of this programme is the implementation of a new Group
Consolidation and Reporting solution, initially to deliver Statutory and
Regulatory reporting to the RBS Group and its principal reporting sub-groups.
• Alignment of RBS and NV Statutory and Regulatory reporting processes.
• Introduced new reporting functionality using Financial Reporting Studio and Smart
View.
The Group Consolidation & Reporting project forms the initial Transition State
delivery of the FiRST programme. The scope of this project covers the delivery
of a new Group Consolidation & Reporting platform to replace the existing
Hyperion Enterprise and other excel based consolidation
HCL’s Contribution
• End to End Testing of the Financial Consolidation solution in phases of System Test, Integration
Test, Data Migration Test
• Part of Implementation stream of the project along with RBS Technology Services and other
Vendors
• Defect Management, Co-ordination with Oracle team and RBS IT team in Hyperion
Infrastructure Management
Client Reference?
YES
Date Services Delivered
Go Live in October 2011
Vertical
Financial Services
Oracle EPM Products
Oracle Hyperion V11.1.2:
Foundations, Essbase, Financial Management, Reporting and Analysis, Essbase Analytics Link, Analytic Provider Services, Financial Data Quality
Management, Oracle Data Integrator, Financial Close Management
© 2011 HCL – Proprietary & Confidential
HCL- Vodafone Group Services Replacing Cognos
with Oracle EPM
Client Overview
Implemented Solution
Vodafone is the world's largest mobile telecommunications company
with more than 340 million subscribers (as at June 2010). It operates
networks in 31 countries and has partner networks in a further 44
countries.
Vodafone Group Services is the company’s corporate services unit,
providing Finance, Marketing and Technology services for the whole
organisation.
Implementation of a new financial planning application using Oracle Hyperion Planning
platform, to support bottom-up planning process in VGS, VPC and VOCH.
The new application included:
• Integrated P&L, Capex and balance sheet planning
• Detailed and long-range planning
• Complex driver-based modeling of overheads, based on FTE numbers
• Automatic interfaces between SAP-EVO and OHP for metadata and data
• Automatic interface between OHP (planning application) and the Group’s financial
consolidation tool
Challenges / Opportunities
Results
• Great use of Excel spread sheets, with no “single version of the truth”
• Existing financial planning application did not cope with peaks of
utilisation
• New ERP (SAP-EVO) not compatible with existing application =>
investment in renewing existing application needed
• No integration between P&L, Capex and balance sheet planning; plans
executed in multiple software's
• Manual process in loading metadata and planning assumptions
•
•
•
•
•
•
•
Client Reference?
YES
Date Services Delivered
August 2010
Vertical
Telecommunications
Oracle EPM Products
25
Single application and calculations across VGS, VOCH and VPC – “one version of the
truth”.
Decrease in manual checks through the complete integration between P&L, Capex
and balance sheet planning.
Decrease in duplication of work in keying in information existing in SAP-EVO or in the
planning application.
Decrease of manual work in loading salaries and other assumptions manually in the
planning application.
Decrease of manual work in exporting plans to Group Planning.
More user friendly data input forms and reports.
More robust platform, with better performance during high peaks of utilisation
Oracle Hyperion V1.1.1.3: Planning, Essbase, Web Analysis, Smartview and Informatica
© 2011 HCL – Proprietary & Confidential
26
Delivery Solutions
© 2011 HCL – Proprietary & Confidential
Case Studies
Benefits-Led Approach
27
Realize
Business Benefits
Enable
Business Benefits
Identify
Business Benefits
 Set benefit targets
 Quantify business case
 Align goals
 Capture early wins
 Measure progress
 Keep transformation on track
 Verify benefits delivery
 Quantify business impact
 Achieve lasting improvements
Clear path from strategic vision to successful transformation
Strategic Value Assessment
Our offering
HCL AXON offers a unique 10 to 14 days
Strategic Value Assessment that brings all of
the above to bear. The 10 to 14 days are
broken down into two workstreams: Business
Impact and IT Viability.
Let HCL AXON help you define the road ahead
by providing a Strategic Value Assessment of
your data warehouse, business intelligence,
enterprise performance management
environments and projects. From new projects
to post production realignment; we’ll help
answer your questions and address any
concerns.
28
Solution Road map
29
Improved Business
Performance
Corporate Performance
Monitoring
Support
Engagement
Strategic Partner
Timely Reporting
Process
Standardization
Reduced
Cycle Time
Analysis &
Decision Making
Statutory Compliance
Vital Strategic
Management Info.
Process Control
Development
Legal Compliance
Automation
Single View of
Information
Data Consistency
Time
© 2011 HCL – Proprietary & Confidential